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IVV
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Position history for Corient Private Wealth LLC's holdings in iShares Trust CORE S&P500 ETF

Corient Private Wealth LLC holds 4.6M shares of IVV (iShares Trust CORE S&P500 ETF), worth $2.8B as of 2026-Q1. The position was decreased (-73.8% shares). IVV represents 4.0% of Corient Private Wealth LLC's portfolio.

Current Value

$2.8B

Current Shares

4.6M

Total Value Change

+$2B

Total Shares Change

+3.2M

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q1
Latest
Decreased
4.6M
-73.8%
$2.8B4.0%$683.37
0
2025-Q4
Increased
17.4M
+400.8%
$2.6B3.5%$689.92
94
2025-Q3
Increased
3.5M
+14.8%
$2.1B3.3%$664.41
67
2025-Q2
Decreased
3M
-41.1%
$2.4B2.5%$613.43
0
2025-Q1
Increased
5.1M
+120.0%
$2.9B4.7%$552.75
94
2024-Q4
Decreased
2.3M
-5.7%
$1.2B2.0%$583.48
0
2024-Q3
Increased
2.5M
+86.8%
$1.4B2.2%$564.81
85
2024-Q2
Decreased
1.3M
-17.1%
$725.3M1.3%$536.31
0

Other major holders of IVV: BlackRock, Inc.

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